About Our Client:

We’re partnering with an Insurance Agency out of Weslaco, TX that is under the umbrella of a Top 20 U.S. insurance firm generating over $800M in annual revenue. With a reputation for excellence and a culture of long-term loyalty, this agency is growing and looking for their next Customer Service Representative/ Account Manager. You’ll be joining a collaborative, bilingual team that prides itself on professionalism and delivering exceptional service to its clients. 

If you're looking for long-term stability in a growing, recession-resistant industry and want to be part of a supportive, tight-knit team within a nationally ranked brokerage, this opportunity could be the perfect fit!

Responsibilities:

• Service existing clients by updating policies, providing quotes, processing payments, and answering policy-related inquiries.
• Respond to customer calls and emails regarding new or existing policies, and support claim processes—including after-hours claims when necessary.
• Support producers by understanding client needs, gathering data, researching policy options, binding coverage, and managing cancellations.
• Help prepare for client appointments and policy reviews; assess liability limits, coverage needs, and renewals.
• Resolve customer service issues by identifying root causes, presenting solutions, and ensuring follow-up and resolution.
• Review audits and policy documents for accuracy and coordinate corrections with carriers and clients.
• Maintain accurate client records in the agency management system, tracking all interactions, updates, and transactions.
• Collaborate with team members, mentor junior staff, and actively participate in team meetings and ongoing training.

Requirements:

• Licensed in Texas for Property & Casualty insurance.
• Minimum of 2 years of insurance Commercial Account Management experience (Bachelor’s Degree preferred or equivalent experience).
• Solid knowledge of insurance products, rating procedures, underwriting, and carrier platforms.
• Outstanding written and verbal communication skills, with a customer-first attitude.
• Organized, detail-oriented, and skilled at managing multiple priorities with minimal supervision.
• Comfortable using technology, including agency management systems, rating tools, and carrier websites.
• Bilingual: (English and Spanish strongly preferred).
• In Office preferred - Hybrid flexibility for the right candidate.

Compensation & Benefits:

Competitive pay based on experience, with opportunities for advancement and professional growth. 

Rich Benefits Package: Health insurance + 401(k) program with company contribution + Life and supplemental coverage fully paid by the company